The step-by-step plan is as follows:

1. Click the menu Reports
2. Click the tab Export
3. Select Export finances

The file will be created in .csv format and will be placed in the Downloads folder.

Warning: whenever you open the csv file directly in Excel, don’t ever save it because that makes the file unusable! We have a work around with which the data can be properly imported into Excel. See the link below:

You must have read this explanation first:

• How can I edit an exported .csv file in Excel without data corruption?

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